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                                                   Importing portfolio from a comma delimted file

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suresh
2010-08-27 12:12:13


I am trying to use the portfolio feature. Some of the things I am running into..

1. I have an existing stock portfolio. When I add the items into the portfolio, instead of adding a position it enters an order. I am unable to enter the price and date when I purchased it.
2. It would be easier if I can import a file with the ticker, quantity, price, and date information. This will allow me to quickly use the portfolio feature.

Thanks



QuantShare
2010-08-28 10:12:59

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Best Answer
We will implement the ability to add old positions to a portfolio. And also a way to easily add several positions.



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